|
1
|
|
$10.8M
|
–
|
–
|
–
|
|
|
2
|
LPL Financial
San Diego,
California
|
$5.1M
|
+$2.18M
|
+57,506
|
+80%
|
|
|
3
|
|
$4.64M
|
–
|
–
|
–
|
|
|
4
|
SG Americas Securities
New York
|
$3.94M
|
–
|
–
|
–
|
|
|
5
|
Barclays
London,
United Kingdom
|
$3.94M
|
–
|
–
|
–
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$3.94M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$1.66M
|
+$1.19M
|
+31,330
|
+294%
|
|
|
8
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.53M
|
-$107K
|
-2,827
|
-7%
|
|
|
9
|
Northern Trust
Chicago,
Illinois
|
$780K
|
+$750K
|
+19,787
|
New
|
|
|
10
|
Focus Partners Wealth
Boston,
Massachusetts
|
$637K
|
+$12.1K
|
+319
|
+2%
|
|
|
11
|
Advisor OS
Chicago,
Illinois
|
$572K
|
+$125K
|
+3,299
|
+29%
|
|
|
12
|
US Bancorp
Minneapolis,
Minnesota
|
$504K
|
+$484K
|
+12,775
|
New
|
|
|
13
|
MJP Associates
Farmington,
Connecticut
|
$469K
|
-$72K
|
-1,901
|
-14%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$397K
|
+$89K
|
+2,350
|
+30%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$360K
|
+$346K
|
+9,125
|
New
|
|
|
16
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$318K
|
+$305K
|
+8,059
|
New
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$313K
|
+$6.55K
|
+173
|
+2%
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$249K
|
+$239K
|
+6,320
|
New
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$197K
|
+$189K
|
+5,000
|
New
|
|
|
20
|
Comerica Bank
Dallas,
Texas
|
$6.9K
|
+$6.63K
|
+175
|
New
|
|
|
21
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$3.64M
|
-99,942
|
Closed
|
|
|
22
|
PFG Investments
Woodbury,
New York
|
–
|
-$218K
|
-5,988
|
Closed
|
|
